Why SFA?

When you join SFA, you join a community of independent advisors who are passionate about serving their clients and helping them achieve their financial goals.

You will have the opportunity to collaborate with, support, and learn from your fellow advisors who are always willing to share ideas for growth and continuity.

Run your business your way, knowing that you have a community of your peers and SFA home office team members supporting you every day.


The SFA Vision

SFA exists to support you, the independent financial advisor. Our vision statement reflects that philosophy:

Be the home for independent financial advisors who are passionate about meeting the financial needs of their clients, are intentional about developing their businesses, and value an extensive selection of financial products and services.

Empowering the Independent Financial Advisor – SFA